DataCenterKnowledge has a nice article today summarizing the current market valuations of datacenter-related stocks. It is a shocking table that reminds us just how ugly things are out there. In the financial markets anyway…

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Starting to Buy JNJ and PG, Random Thoughts on PM, DD, RJA

(A Slacker's Quest For His [...]

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They haven’t caused much of a stir, but Global Crossing (GLBC) has really been on the march in South America.  It’s not for lack of trying though, the company has issued a dozen PRs since the beginning of the second quarter alone that relate to events in the region.  Today’s deal with Minera Chinalco in [...]

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Dupont Fabros (DFT), which builds and operates datacenters as a REIT, has suspended construction at both its NJ-1 (Piscataway NJ) and ACC-5 (Ashburn VA) sites.  This follows the news of three weeks ago that their Santa Clara project had been suspended.  The company had just raised $100M but had needed far more than that to [...]

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Wow, while I was writing up my model, Level 3 dropped a bombshell.  The company announced commitments for $400M in debt from a group of holders ranging from top shareholders Southeast Asset Management and Fairfax on down to board members Walter Scott and Robert Julian.  Simultaneously, they issued tenders for their 2009 and 2010 convertible [...]

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Here is my updated Level 3 Communications (LVLT) model with projections for Q4 and onward into 2009 and 2010.  As with recent spreadsheets, this one is stored on Google Documents. I have included a summary page for Q4 and full year 2008 projections, but if you really want to see the details or further [...]

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It was only two weeks ago that Sprint said it would in fact rejuvenate the Nextel network rather than sell it.  Now a court has given them 12 months to shut it down in 81 markets mostly in the Midwest due to conflicts in their affiliate agreement with iPCS.  Even assuming that Sprint manages to [...]

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ITC DeltaCom (ITCD.OB) reported earnings on Friday after the bell, as always waiting until the last possible moment.  And the news?  Well, the economy may suck but you wouldn’t know it from their earnings report.  But then, when the economy was good it never showed up then either.  Not much ever seems to

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Alternative network services provider PAETEC (PAET) reported earnings this morning, offering us perhaps one of the last remaining datapoints before we enter a long winter.  All that gloom out there just makes it feel like it’s going to be a cold one, doesn’t it?  Anyhow, PAETEC had a disastrous Q2 stumble - at least in [...]

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